Monthly Report October:
In October I received €78,36 in dividend payments. Last year in October I received €25,79 so my dividend income is up 203%.
I only have 5 stocks in my portfolio paying dividend in October. So October is never a big dividend income month for me. Wereldhave, Coresite Realty and Coca Cola are over 80% of my dividend income this month.
This month the share prices were down a lot due to trade war fears. My China-Tech related exposure increased by purchasing Alibaba and Tencent. Also I bought 112 shares Royal Dutch Shell at the end of the month, because Royal Dutch is down over 10% since its top and I consider the dividend yield of 5,6% a decent level to buy.
It’s possible that I will slightly reduce my Royal Dutch Shell position if the shares are above €30. Last few years I purchased a few times Royal Dutch Shell around €25 to sell it above €30. Shell is one of the few companies in which I sometimes open a ‘trade’ position. While waiting for the price to increase I enjoy the dividend and above €30 I sell (part) of the shares.
The month I ended with a portfolio value of €59.781. So I’m down 4,6% this month. My estimated dividend income for 2018 based on my current portfolio is €2.202. The yearly estimated dividend income of my current portfolio is €2.655.
Dividend Income – €78,36:
– Wereldhave €34,65
– Coresite Realty €17,81
– Coca Cola €13,15
– EPR Properties €9,34
– Brown-Forman B €3,42
– Purchase 112 shares Royal Dutch Shell A
– Purchase 10 shares AliBaba Group Holding
– Purchase 30 shares Tencent
2018 Target Status:
I’m at €16.950 out of €18.000 deposit target (94,2%)
I’m at €1.825,52 out of €2.200 dividend received target (83,0%)
I’m at €5.400 out of €5.000 extra mortgage repayments (target reached)